Client Forms
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Are you a new or returning client to McNutt CPA? Before meeting with us, it is important that you print and fill out important documents before your meeting. Most take just a few minutes to fill out and by having them prepared before your meeting, you will expedite the consulting process. For any questions regarding any of our forms, feel free to contact us for more information.
Engagement Letter Our formalized agreement letter which includes such items as consulting consent (annual contract or hourly), tax return information, standard of practice, client privilege, fees, client guarantee, and client confidentiality agreement. Download Items To Bring Checklist To ensure your meeting is as productive as possible, we urge you to print a copy and go through our checklist of items to bring prior to your appointment. Download Client Basic Information In order for us to create a new client file or update an existing one, we will require you to fill out some basic information that we can have on hand. Please be sure to either email this form in or bring it to your first meeting. Download Home Office and Vehicle Worksheet Do you work from home, for yourself, own a small business, and/or use your vehicle for work? Some of your expenses may qualify as deductions. Take a moment to prepare this worksheet prior to meeting with us so we can determine whether you qualify. Download Rental Schedule Worksheet Do you own a property and rent it out? If so you may be eligible for certain tax deductions. Take a moment to fill out this simple expense form prior to meeting with us. Download Self Employment Worksheet Do you work for yourself or as a contractor/consultant for a company (1099)? If so, you may qualify for certain deductions. Take a moment to go through this worksheet and determine whether any items apply. Download Itemized Deductions Worksheet Want to maximize the total number of deductions available on your next tax return? Regardless of whether you are an individual, solopreneuer, or small or large business owner, be sure to download and complete this form prior to your first visit to ensure that we can maximize the total number of deductions and amount to get you the best return possible. Download |
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